-6.8%
AVGO vs TRI
-22.4%
+15.6%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +6.4% | -8.4% | -0.9% |
| 7D | -7.5% | +1.0% | -8.5% | -7.1% |
| 30D | -10.2% | +20.8% | -31.0% | -7.4% |
| 3M | -22.0% | +8.1% | -30.1% | -20.2% |
| 6M | -21.6% | +24.2% | -45.8% | -16.8% |
| YTD | -5.4% | -7.8% | +2.3% | -4.8% |
| 1Y | -6.8% | -16.7% | +9.8% | -10.0% |
| All | -6.8% | -22.4% | +15.6% | -10.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded TRI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling